Haw Par Tiger Balm 3 Good 3 Red Flags - Forensic Deep Dive |🦖EP1523Haw Par sits on S$791M in cash yet pays a 2.37% yield — that is not conservative management, that is a structural income failure. The ICR of 185.9x eliminates every rate-risk argument, and the 0.87x Price-to-Book confirms the discount is real. But a sealed vault is not a dividend engine, and this forensic audit draws that line clearly.For the 2026 investor navigating a 5,000-point STI, capital preservation is not enough if your income engine stalls below the risk-free threshold. The 1.37% T-Bill sets the floor, my forensic floor sits at 3.2%, and my minimum hurdle is 4.7% — Haw Par's 2.37% fails every single test. You are absorbing equity risk for a 0.91% spread over government paper, and that is not protection, that is neg
Go Get Your Own Oil On March 31, 2026, the President of the United States told countries like the UK to go to the Strait of Hormuz and “just take” fuel. He said Iran had been “essentially, decimated” and the hard part was done. He told allies who “refused to get involved in the decapitation of Iran” that America wouldn’t be there to help anymore. Then he offered to sell them jet fuel. This was posted on Truth Social. Not in a diplomatic cable. Not through back channels. On social media, like it was a product launch. Five thousand kilometres away, government workers in Thailand were told to take the stairs instead of the elevator to save energy. Vietnam scrapped import duties on petroleum to prevent shortages. The Philippines declared a national energy emergency and moved to a four-day work
Buffett’s $380B Warning: Why the Oracle is Skipping the "Dip" The recent 6–10% pullback in the S&P 500 and Nasdaq had retail traders screaming bloody murder—or rushing to blindly "buy the dip." But when asked about the market's turbulence, Warren Buffett brushed it off with three brutal words: "This is nothing." With Berkshire Hathaway sitting on a record-shattering $380B+ cash pile in 2026, the message is clear. The Oracle isn’t bottom-fishing for a quick bounce; he’s waiting for real blood in the streets. So, what does a "big decline" actually look like to smart money, and what does it mean for your portfolio? 1️⃣ Perspective from a $380B Cash Fortress Retail traders often panic over a 5% red week, but Buffett's historical frame of reference is entirely different. He reminded the mar
$CapLand China T(AU8U.SI)$ CapitaLand China Trust reported that director Chua Keng Kim acquired 200,000 ordinary units via market transactions for a total consideration of SGD143,500.00. CapitaLand China Trust reported that director Chua Keng Kim acquired 100,000 units of ordinary voting units for a consideration of SGD69,000.00. CapitaLand China Trust reported that director Chua Keng Kim acquired 100,000 ordinary units for SGD62,000.00. CapitaLand China Trust reported that director Wan Mei Kit acquired 26,115 ordinary units at a consideration of S$0.6816 per unit. $Meta Platforms, Inc.(META)$ $DBS Group Holdings